Plans » Benchmarking Engine
Benchmarking Ultratec, Inc. 401(K) Plan in Madison, WI against
bad (9)
Ultratec, Inc. 401(K) Plan in Madison, WI has the 7th-lowest average account balance ($13,223) of the 682 Wisconsin plans. That $13,223 compares to an average of $84,419 across those 682 plans.
Reaching the average of $84,419 would imply an extra $135,984,704 in total assets.
Note: average account balance = total assets ÷ total participants
Ultratec, Inc. 401(K) Plan has these standings among those 682 peer plans:
Reaching the average of $84,419 would imply an extra $135,984,704 in total assets.
Note: average account balance = total assets ÷ total participants
Ultratec, Inc. 401(K) Plan has these standings among those 682 peer plans:
- average account balance = $13,223 (7th-lowest)
- total assets = $25,255,752 (242nd-most)
- total participants = 1,910 (7th-most)
better than The PSSI 401(K) Plan & Trust in Kieler, WI ($2,422), Totalmed Staffing, Inc. 401(K) Profit Sharing Plan and Trust in Appleton, WI ($3,158), North Shore Healthcare, LLC Retirement Savings Plan in Glendale, WI ($5,759), and Riteway Bus Service, Inc. 401(K) Plan in Oak Creek, WI ($9,340), and 2 others, ending with Boys & Girls Club of Greater Milwaukee 401(K) Plan in Milwaukee, WI ($12,559).
trailed Lamers Bus Lines, Inc. 401(K) Profit Sharing Plan in Green Bay, WI ($13,286), Kunes Retirement Plan in Delavan, WI ($14,730), Mypath 401(K) Retirement Plan in Oconomowoc, WI ($14,908), and United Migrant Opportunity Services / Umos, Inc. 401(K) and Retirement Plan in Milwaukee, WI ($15,120), and 671 others, ending with Joe Daniels Construction Company, Inc. Retirement Plan in Madison, WI ($433,880).
trailed Lamers Bus Lines, Inc. 401(K) Profit Sharing Plan in Green Bay, WI ($13,286), Kunes Retirement Plan in Delavan, WI ($14,730), Mypath 401(K) Retirement Plan in Oconomowoc, WI ($14,908), and United Migrant Opportunity Services / Umos, Inc. 401(K) and Retirement Plan in Milwaukee, WI ($15,120), and 671 others, ending with Joe Daniels Construction Company, Inc. Retirement Plan in Madison, WI ($433,880).
- average account balance. Higher values are better. Average account balance equals total assets, in Line 1f(b) from Schedule H, divided by total participants, in Line 6f of Form 5500. Except where noted, all data come from the 25-October-2023 updates to the year-2021 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
- in state. Except where noted, all data come from the 25-October-2023 updates to the year-2021 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
Ultratec, Inc. 401(K) Plan in Madison, WI is in Madison, WI, its EIN is 391357022, its industry group is Electrical Equipment Manufacturing, its plan administrator is Elizabeth Dresen, is covered by a fidelity bond, an ERISA section 404(c) plan, self-administered by the plan sponsor, is a single-employer plan, its business code is 335310, has 1,000 to 4,999 total participants, and is worse than the overall participant averages in each of net income per total participant, average account balance, active-participant contributions per head, and employer contributions per active participant (4 total).
Global References
Numeric values:
- net assets (assets minus liabilities) ($25.30M)
- total assets ($25,255,752)
- value of interest in registered investment companies (e.g., mutual funds) ($24.50M)
- total assets at beginning of plan year ($21,023,526)
- total income ($4,962,947)
- net income ($4,357,568)
- earnings on investments ($3,250,264)
- net earnings on investments ($3,250,264)
- total contributions ($1,712,683)
- cash contributions from participants ($1,551,810)
- total expenses ($605,379)
- interest-bearing cash (e.g., money market accounts, certificates of deposit) ($479,179)
- participant loans ($232,053)
- average account balance ($13,223)
- other administrative expenses ($5,620)
- total administrative expenses ($5,620)
- net income per total participant ($2,281)
- average participant cash contribution per active participant ($1,051)
- total administrative expense per participant ($2.94)
- cash contributions from employers ($2)
- average employer cash contribution per active participant ($0.00)
- total noninterest-bearing cash ($0)
- receivables employer contributions ($0)
- receivables participant contributions ($0)
- other receivables (not employer nor participant contributions) ($0)
- U.S. government securities ($0.0K)
- corporate debt instruments (preferred & other than employer securities) ($0)
- corporate debt instruments (below preferred & other than employer securities) ($0)
- corporate preferred stocks (other than employer securities) ($0)
- corporate common stocks (other than employer securities) ($0)
- partnership/joint venture interests ($0)
- real estate (other than employer real property) ($0)
- loans (other than to participants) ($0)
- value of interest in common/collective trusts ($0)
- value of interest in pooled separate accounts ($0)
- value of interest in master trust investment accounts ($0.0K)
- value of interest in 103-12 investment entities ($0)
- value of funds held in insurance company general account (unallocated contracts) ($0)
- other general investments ($0)
- employer-related securities investments ($0)
- employer-related real-property investments ($0)
- buildings and other property used in plan operation ($0)
- total liabilities ($0)
- corrective distributions ($0)
- professional fees ($0)
- contract administrator fees ($0)
- investment advisory and management fees ($0)
- asset transfers to this plan ($0)
- asset transfers from this plan ($0)
- percentage of active participants (77.3%)
- yield on beginning-of-plan-year total assets (15.46%)
- diversity of asset types (4.6%)
- total cash as a percentage of plan assets (1.90%)
- participant loans as a percentage of plan assets (0.92%)
- total administrative expense ratio (0.022%)
- employer securities as a percentage of plan assets (0.00%)
- active participants (1,476)
- deceased participants whose beneficiaries receive or are entitled to benefits (0)
- living participants (1,910)
- other retired or separated participants entitled to future benefits (426)
- retired or separated participants receiving benefits (8)
- total participants (1,910)
Global References